Investor's Fiduciary Advisor Network, LLC
SNOQUALMIE WA · SEC CIK 0002044901
$2.94亿2026Q2 申报市值
219持仓数
30.8%前十大占比 · 第一大 4.5%
18 / 72新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VTV 加仓+$196.92万
RSPT 加仓+$154.04万
VEA 加仓+$69.17万
MU 新建仓+$64.50万
VOO 加仓+$55.89万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$336.49万
DSI 减仓-$223.32万
LCTU 减仓-$216.65万
SPYM 清仓-$182.70万
EAGG 清仓-$170.70万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MSI | MOTOROLA SOLUTIONS INC | $24.00万 | 0.08% | 580 | -55 | -8.7% | -$2.28万 | 减仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $24.00万 | 0.08% | 5,500 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $24.10万 | 0.08% | 2,749 | 295 | 12.0% | $2.59万 | 加仓 |
| PICK | ISHARES INC | $24.10万 | 0.08% | 4,161 | 4,161 | — | $24.10万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $24.30万 | 0.08% | 7,189 | 7,189 | — | $24.30万 | 新建仓 |
| CVS | CVS HEALTH CORP | $24.30万 | 0.08% | 2,351 | 2,351 | — | $24.30万 | 新建仓 |
| ADBE | ADOBE INC | $24.60万 | 0.08% | 1,204 | -230 | -16.0% | -$4.70万 | 减仓 |
| VDE | VANGUARD WORLD FD | $25.00万 | 0.08% | 1,665 | 77 | 4.8% | $1.16万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $25.10万 | 0.09% | 750 | 750 | — | $25.10万 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $25.70万 | 0.09% | 418 | 418 | — | $25.70万 | 新建仓 |
| T | AT&T INC | $25.80万 | 0.09% | 12,498 | -3,918 | -23.9% | -$8.09万 | 减仓 |
| CTVA | CORTEVA INC | $25.80万 | 0.09% | 3,056 | -89 | -2.8% | -$7,514 | 减仓 |
| IWD | ISHARES TR | $26.00万 | 0.09% | 1,076 | -107 | -9.0% | -$2.59万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $26.00万 | 0.09% | 258 | -7 | -2.6% | -$7,054 | 减仓 |
| QCOM | QUALCOMM INC | $26.60万 | 0.09% | 1,443 | -1,351 | -48.4% | -$24.90万 | 减仓 |
| QGRW | WISDOMTREE TR | $27.20万 | 0.09% | 4,124 | 130 | 3.3% | $8,574 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $27.30万 | 0.09% | 6,915 | 6,915 | — | $27.30万 | 新建仓 |
| GEV | GE VERNOVA INC | $27.40万 | 0.09% | 233 | -30 | -11.4% | -$3.53万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $27.80万 | 0.09% | 1,244 | -155 | -11.1% | -$3.46万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $28.20万 | 0.10% | 1,728 | -39 | -2.2% | -$6,365 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $28.60万 | 0.10% | 2,590 | -22 | -0.8% | -$2,429 | 减仓 |
| URI | UNITED RENTALS INC | $28.70万 | 0.10% | 254 | -2 | -0.8% | -$2,260 | 重新持有 |
| ORLY | OREILLY AUTOMOTIVE INC | $29.40万 | 0.10% | 3,196 | -243 | -7.1% | -$2.24万 | 减仓 |
| USB | US BANCORP | $29.40万 | 0.10% | 4,870 | -158 | -3.1% | -$9,538 | 减仓 |
| MGC | VANGUARD WORLD FD | $29.40万 | 0.10% | 1,078 | 1 | 0.1% | $273 | 加仓 |
| DLN | WISDOMTREE TR | $29.60万 | 0.10% | 3,079 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $29.90万 | 0.10% | 397 | -26 | -6.1% | -$1.96万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $29.90万 | 0.10% | 5,018 | 320 | 6.8% | $1.91万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $30.90万 | 0.10% | 718 | 718 | — | $30.90万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $31.00万 | 0.11% | 2,453 | -142 | -5.5% | -$1.79万 | 减仓 |
| SBUX | STARBUCKS CORP | $31.20万 | 0.11% | 3,054 | -1,806 | -37.2% | -$18.45万 | 减仓 |
| SRE | SEMPRA | $31.50万 | 0.11% | 3,403 | -112 | -3.2% | -$1.04万 | 减仓 |
| IWR | ISHARES TR | $31.50万 | 0.11% | 2,862 | -2,434 | -46.0% | -$26.79万 | 重新持有 |
| LCTU | BLACKROCK ETF TRUST | $31.80万 | 0.11% | 3,971 | -27,054 | -87.2% | -$216.65万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $32.00万 | 0.11% | 771 | -71 | -8.4% | -$2.95万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $32.80万 | 0.11% | 1,221 | -14 | -1.1% | -$3,761 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $33.00万 | 0.11% | 442 | -908 | -67.3% | -$67.79万 | 减仓 |
| IYW | ISHARES TR | $33.80万 | 0.11% | 1,340 | -349 | -20.7% | -$8.80万 | 减仓 |
| MMM | 3M CO | $33.90万 | 0.12% | 2,095 | -10 | -0.5% | -$1,618 | 减仓 |
| IXN | ISHARES TR | $34.20万 | 0.12% | 2,373 | 160 | 7.2% | $2.31万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $34.40万 | 0.12% | 1,454 | -299 | -17.1% | -$7.07万 | 减仓 |
| VGT | VANGUARD WORLD FD | $34.40万 | 0.12% | 2,882 | -118 | -3.9% | -$1.41万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $35.70万 | 0.12% | 468 | 468 | — | $35.70万 | 新建仓 |
| BA | BOEING CO | $35.80万 | 0.12% | 1,655 | -88 | -5.0% | -$1.90万 | 减仓 |
| IVW | ISHARES TR | $35.90万 | 0.12% | 2,616 | -11,706 | -81.7% | -$160.64万 | 减仓 |
| WK | WORKIVA INC | $36.60万 | 0.12% | 7,560 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $36.60万 | 0.12% | 3,799 | -720 | -15.9% | -$6.94万 | 减仓 |
| TBUX | T ROWE PRICE EXCHANGE-TRADED | $36.70万 | 0.12% | 7,384 | 7,384 | — | $36.70万 | 新建仓 |
| NFLX | NETFLIX INC. | $39.30万 | 0.13% | 5,515 | -487 | -8.1% | -$3.47万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $39.30万 | 0.13% | 4,371 | -1,950 | -30.8% | -$17.53万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $39.80万 | 0.14% | 7,872 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $39.90万 | 0.14% | 7,832 | -1,315 | -14.4% | -$6.70万 | 减仓 |
| — | J P MORGAN EXCHANGE TRADED F | $39.90万 | 0.14% | 7,897 | -404 | -4.9% | -$2.04万 | 减仓 |
| IQDG | WISDOMTREE TR | $40.00万 | 0.14% | 9,292 | -400 | -4.1% | -$1.72万 | 减仓 |
| CWEN | CLEARWAY ENERGY INC | $40.70万 | 0.14% | 11,936 | -4,429 | -27.1% | -$15.10万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $40.80万 | 0.14% | 7,682 | -1,426 | -15.7% | -$7.57万 | 减仓 |
| SYK | STRYKER CORPORATION | $40.80万 | 0.14% | 1,298 | -222 | -14.6% | -$6.98万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $41.00万 | 0.14% | 13,595 | 0 | 0.0% | — | 不变 |
| MXI | ISHARES TR | $41.00万 | 0.14% | 3,883 | -200 | -4.9% | -$2.11万 | 减仓 |
| IWF | ISHARES TR | $41.10万 | 0.14% | 3,310 | -62 | -1.8% | -$7,698 | 减仓 |
| IJR | ISHARES TR | $41.70万 | 0.14% | 2,817 | -2,067 | -42.3% | -$30.60万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $42.50万 | 0.14% | 3,873 | -12 | -0.3% | -$1,317 | 减仓 |
| CSX | CSX CORP | $43.50万 | 0.15% | 9,160 | -52 | -0.6% | -$2,469 | 减仓 |
| GE | GE AEROSPACE | $44.40万 | 0.15% | 1,190 | -127 | -9.6% | -$4.74万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $44.70万 | 0.15% | 1,816 | 81 | 4.7% | $1.99万 | 加仓 |
| BLK | BLACKROCK INC | $47.50万 | 0.16% | 494 | -248 | -33.4% | -$23.85万 | 减仓 |
| BAR | GRANITESHARES GOLD TR | $47.80万 | 0.16% | 12,094 | -2,595 | -17.7% | -$10.26万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $48.90万 | 0.17% | 1,446 | -144 | -9.1% | -$4.87万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $50.10万 | 0.17% | 8,705 | -96 | -1.1% | -$5,525 | 减仓 |
| LOW | LOWES COS INC | $50.20万 | 0.17% | 2,280 | -501 | -18.0% | -$11.03万 | 减仓 |
| ETN | EATON CORP PLC | $50.40万 | 0.17% | 1,184 | 341 | 40.5% | $14.52万 | 加仓 |
| RTX | RTX CORPORATION | $51.70万 | 0.18% | 2,729 | -164 | -5.7% | -$3.11万 | 减仓 |
| IWY | ISHARES TR | $52.00万 | 0.18% | 1,791 | -751 | -29.5% | -$21.80万 | 减仓 |
| MCD | MCDONALDS CORP | $53.00万 | 0.18% | 1,962 | -127 | -6.1% | -$3.43万 | 减仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $53.50万 | 0.18% | 2,742 | 92 | 3.5% | $1.80万 | 加仓 |
| IDEV | ISHARES TR | $54.80万 | 0.19% | 6,163 | 6,163 | — | $54.80万 | 新建仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $55.10万 | 0.19% | 6,799 | -151 | -2.2% | -$1.22万 | 减仓 |
| IJH | ISHARES TR | $57.80万 | 0.20% | 7,496 | -2,731 | -26.7% | -$21.06万 | 减仓 |
| BAC | BANK OF AMER CORP | $57.80万 | 0.20% | 10,152 | -2,565 | -20.2% | -$14.60万 | 减仓 |
| SLB | SLB LIMITED | $58.70万 | 0.20% | 12,629 | -183 | -1.4% | -$8,506 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $58.80万 | 0.20% | 1,943 | -1,008 | -34.2% | -$30.50万 | 减仓 |
| VB | VANGUARD INDEX FDS | $58.90万 | 0.20% | 1,945 | -1,067 | -35.4% | -$32.31万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $58.90万 | 0.20% | 13,543 | -224 | -1.6% | -$9,742 | 减仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $59.10万 | 0.20% | 4,840 | -3,729 | -43.5% | -$45.53万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $59.80万 | 0.20% | 6,764 | -220 | -3.2% | -$1.95万 | 减仓 |
| VPU | VANGUARD WORLD FD | $60.90万 | 0.21% | 3,116 | -122 | -3.8% | -$2.38万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $62.80万 | 0.21% | 4,714 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $63.00万 | 0.21% | 6,753 | 80 | 1.2% | $7,463 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $63.70万 | 0.22% | 10,804 | 6,237 | 136.6% | $36.77万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $63.80万 | 0.22% | 1,950 | -2,461 | -55.8% | -$80.52万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $63.80万 | 0.22% | 6,924 | -3,853 | -35.8% | -$35.50万 | 减仓 |
| META | META PLATFORMS INC | $64.00万 | 0.22% | 1,136 | -349 | -23.5% | -$19.66万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $64.50万 | 0.22% | 559 | 559 | — | $64.50万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $65.10万 | 0.22% | 901 | -389 | -30.2% | -$28.11万 | 减仓 |
| EXI | ISHARES TR | $65.90万 | 0.22% | 3,288 | -58 | -1.7% | -$1.16万 | 减仓 |
| PEP | PEPSICO INC | $67.10万 | 0.23% | 4,963 | -375 | -7.0% | -$5.07万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $67.20万 | 0.23% | 4,239 | -671 | -13.7% | -$10.64万 | 减仓 |
| IGF | ISHARES TR | $68.00万 | 0.23% | 10,222 | -491 | -4.6% | -$3.27万 | 减仓 |
| IXJ | ISHARES TR | $70.30万 | 0.24% | 7,147 | -79 | -1.1% | -$7,771 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $74.10万 | 0.25% | 6,902 | -1,875 | -21.4% | -$20.13万 | 减仓 |